Skip to content
Goanny AI Tech

Build AI Systems

Add AI to Your Existing Software

AI Integration for ERP, CRM & Business Systems

Add AI to the SAP, Tally, Zoho, Odoo or CRM you already run — including reports that show what's overdue and who owns it.

Ask on WhatsApp
Secure by designOn-premise availableGlobal implementation support
Add AI to Your Existing SoftwareSystems integration
  1. AssessStep 1We review your systems, data quality and the questions managers ask most often.
  2. ConnectStep 2We set up secure, read-first access to the systems and agree what each role may see.
  3. BuildStep 3We build the reports, alerts and question interface around your real data.
  4. Roll outStep 4We start with one team, refine it with their feedback and then extend it.
4–8 weeksTypical delivery
SecureBy design
ConnectedTo your systems
HumanOversight

The challenge & our approach

Get more from the software you already pay for

Add AI on top of your ERP and CRM, without replacing them or retraining the whole team.

01 · The problem

The data is there, but getting answers is slow

Your ERP and CRM hold everything you need, but getting a clear answer means waiting for someone to export, filter and build a report.

By the time the report arrives, the overdue quotation or the stalled order has already slipped further.

  • Slow reports
  • Data silos

02 · How we solve it

An AI layer on top of your existing systems

We connect AI to the systems you already run, such as SAP, Tally, Zoho, Odoo or a custom CRM, so managers can ask questions in plain language and get answers from live data.

It also watches for exceptions and tells the right person what needs attention, with the owner and the next step attached.

  • Plain-language answers
  • Owner-based alerts
  • One focused process
  • Human oversight
  • Measured outcomes
  • Clear handover

Included in your service

Everything included to launch your solution

From assessment to rollout, every part of your add ai to your existing software implementation is covered.

  • Secure connection to your ERP and CRM
  • Plain-language questions over your live data
  • Automatic daily or weekly summaries
  • Exception alerts tied to an owner and next step
  • Role-based access to data
  • Training and handover for your team

Built-in capability · AI reports & business insights

Your ERP and CRM tell you what needs attention — and who owns it

Once AI is connected to the systems you already run, reports stop being something someone compiles on Friday. Each manager sees what is slipping in their area, who is responsible, and what the next step is.

  • Daily or on-demand summaries pulled from your live ERP and CRM data
  • Exceptions flagged automatically — overdue quotations, stalled orders, unpaid invoices
  • Every item tied to an owner and a next follow-up date
  • Ask in plain language: “Which quotations above ₹2 lakh have gone quiet this week?”
Overdue quotations — SalesIllustrative example

What a sales manager sees each morning, pulled from the CRM and ERP.

  • QT-1042 · Machine parts order

    ₹4.8 lakh · Next: Revised price call

    9 days overdueOwner: Rahul
  • QT-1057 · Annual service contract

    ₹2.1 lakh · Next: Send technical sheet

    5 days overdueOwner: Priya
  • QT-1063 · Dealer stock replenishment

    ₹1.3 lakh · Next: Confirm delivery date

    2 days overdueOwner: Amit

AI summary: 3 quotations worth ₹8.2 lakh are overdue. QT-1042 is the largest and has had no contact for 9 days — Rahul owns the next follow-up.

How it works

Typical engagement: 4–8 weeks
  1. 01

    Assess

    We review your systems, data quality and the questions managers ask most often.

  2. 02

    Connect

    We set up secure, read-first access to the systems and agree what each role may see.

  3. 03

    Build

    We build the reports, alerts and question interface around your real data.

  4. 04

    Roll out

    We start with one team, refine it with their feedback and then extend it.

Questions

Clear answers before you commit.

Scope and timeline are fixed before we start. We quote a firm figure after one call, with no open-ended billing.

SAP, Tally, Zoho, Odoo, common CRMs and custom systems. Where there is no API, we assess the options and tell you honestly what is feasible.

Read-only by default. Write actions are added only where you approve them.

Access follows roles you define, so each person sees only the data they are entitled to.

Usually, yes. You keep the system your team already knows and add AI where it saves time.